JOHN & BARBARA FRIEDRICH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & BARBARA FRIEDRICH FOUNDATION (EIN 77-0056787)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-09-29
- IRS object ID
- 202002739349100010
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-29T09:16:32-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204207759 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farber Hass Hurley LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E Esplanade Drive Suite 1400 | AddressLine1Txt |
| City | Oxnard | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770056787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John & Barbara Friedrich Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8055048410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 Santa Clara Avenue | AddressLine1Txt |
| City | Oxnard | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIANN F SCHUCK | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia H Farber | PreparerPersonNm |
| PTIN | P00081623 | PTIN |
| Phone | 8055048410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,215,948 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,982 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,982 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,982 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,585 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,585 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,499 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35,499 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $19,234 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $115,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,066 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $96,066 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,800 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $23,427 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,323 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,323 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $44 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $44 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,594 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,594 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,472 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $306,306 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $297,534 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $300,912 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,648,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,585,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,646,807 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $209,049 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $268,131 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $268,091 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,235,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,150,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,215,948 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $92,453 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,864 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $92,453 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,864 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,142,824 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,124,030 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,142,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,124,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,235,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,150,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,142,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,794 | ExcessRevenueOverExpensesAmt |
| Other Increases | $835 | OtherIncreasesAmt |
| Subtotal | $2,124,865 | SubtotalAmt |
| Other Decreases | $835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,124,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| S/T WELLS FARGO #0259 | P | 2019-01-01 | 2019-12-31 | $532,404 | $510,794 | $21,610 | $21,610 |
| L/T WELLS FARGO #0259 | P | 2019-01-01 | 2019-12-31 | $238,809 | $224,920 | $13,889 | $13,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,499 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,499 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,029,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,189,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04865 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,240,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04687 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,268,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,313,285 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05402 | DistributionYr5Rt |
| Total Distribution | 0.247476 | TotalDistributionRt |
| Average Distribution | 0.049495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,050,256 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,477 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $635 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $635 | SubtotalAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ted Elliott | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055048410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2238 Melford Court | AddressLine1Txt |
| City | Thousand Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913615058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GLORIANN F SCHUCK | ||||||
| 1962 E FIFTH STREET | CAMARILLO | CA | 93010 | Secretary | 0.00 | $0 |
| Dora Schuck | ||||||
| 1962 E FIFTH STREET | Camarillo | CA | 93010 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,780,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $257,314 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,050,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $635 | TotalTaxAmt |
| Distributable Before Adj | $101,878 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,878 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $109,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $635 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,878 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $7,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,747 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,063 | ExcessFromYear1Amt |
| Excess From Current Year | $7,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBAYE ST JOSEPH DE CLAIRVAL | ||||||||||
| 21150 FLAVIGNY-SUR-OZERAIN | FRANCE | FR | NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $4,000 | ||||
| AMERICAN LIFE LEAGUE INC | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | PO BOX 1350 | STAFFORD | VA | 22555 | |||
| APOSTOLATE FOR FAM CONSECRATN | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 3375 COUNTY ROAD 36 | BLOOMINGDALE | OH | 43910 | |||
| ASSN OF THE MIRACULOUS MEDAL | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | 1811 WEST ST JOSEPH STREET | Perryville | MO | 63775 | |||
| BENEDICTINE MISSION HOUSE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,000 | 1123 ROAD 1 | SCHUYLER | NE | 68661 | |||
| BOY SCOUTS OF AMERICA | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | PO BOX 152079 | IRVING TX | TX | 75015 | |||
| BROTHERS OF ST JOHN OF GOD | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 2425 S WESTERN AVENUE | Los Angeles | CA | 90018 | |||
| CATHOLIC INDIAN MISSION | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | PO BOX 639 | FORT YATES | ND | 58538 | |||
| CATHOLIC MEDICAL MISSION BOARD | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 10 WEST 17TH STREET | NEW YORK | NY | 10011 | |||
| CATHOLIC VIEWS BROADCASTS INC | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 50 SOUTH FRANKLIN TPK | RAMSEY | NJ | 07446 | |||
| CHRISTENDOM COLLEGE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,000 | 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | |||
| COVENANT HOUSE OF CALIFORNIA | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | |||
| DAUGHTERS OF DIVINE CHARITY | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 39315 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48304 | |||
| DAUGHTERS OF ST PAUL | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 50 ST PAULS AVENUE | BOSTON | MA | 02130 | |||
| FOOD SHARE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | |||
| GUEST HOUSE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1601 JOSLYN ROAD | LAKE ORION | MI | 48361 | |||
| LA PROMESA FOUNDATION | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1406 E GARDEN LANE | MIDLAND | TX | 79702 | |||
| LITTLE SISTERS OF THE POOR | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 2100 SOUTH WESTERN AVENUE | SAN PEDRO | CA | 90732 | |||
| MARY HEALTH OF THE SICK | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | 2929 THERESA DRIVE | NEWBURY PARK | CA | 91320 | |||
| MERCY HOME FOR BOYS GIRLS | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | |||
| MONFORT MISSIONARIES | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,000 | 26 SOUTH SAXON AVENUE | BAY SHORE | NY | 11706 | |||
| NATIONAL SHRINE OF ST JUDE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 205 W MONROE STREET | CHICAGO | IL | 60606 | |||
| POOR CLAIRES | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 4108 EUCLID AVE | CLEVELAND | OH | 44103 | |||
| PRIESTLY FRATERNITY - ST PETER | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,000 | GRIFFIN ROAD | ELMHURST | PA | 18416 | |||
| RADIO AMERICA | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1030 15TH STREET NW STE 1040 | WASHINGTON | DC | 20005 | |||
| SANTA CLARA CHURCH ELEMENTARY SCHOO | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 323 SOUTH E STREET | OXNARD | CA | 93030 | |||
| SANTA CLARA HIGH SCHOOL | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 324 SOUTH E STREET | OXNARD | CA | 93030 | |||
| ST ANTHONY INDIAN MISSION | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | PO BOX 486 | ZUNI | NM | 87327 | |||
| ST BONAVENTURE INDIAN MISSION | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 25 NAVARRE BLVD WEST | THOREAU | NM | 87323 | |||
| ST CABRINI HOME | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | PO BOX 69 | WEST PARK | NY | 12493 | |||
| ST JOSEPH'S INDIAN SCHOOL | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1301 N MAIN ST | CHAMBERLAIN | SD | 57326 | |||
| ST PAUL'S CHURCH | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1369 EAST 40TH ST | CLEVELAND | OH | 44103 | |||
| ST VINCENT DE PAUL SOCIETY | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,500 | 323 SOUTH E STREET | OXNARD | CA | 93030 | |||
| ST LABRE INDIAN SCHOOL | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | TONGUE RIVER ROAD | ASHLAND | MT | 59003 | |||
| ST LOUIS DE MONTFORT ACADEMY | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | PO BOX 936 | HANOVER | PA | 17331 | |||
| THE BLUE ARMY USA | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | MOUNTAIN VIEW ROAD | WASHINGTON | NJ | 07882 | |||
| THE JOSEPHITES | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 1130 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | |||
| THE MAXIMILIAN KOLBE SOCIETY | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 5116 N CICERO AVE | CHICAGO | IL | 60630 | |||
| THOMAS AQUINAS COLLEGE | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $5,000 | 10000 N OJAI ROAD | SANTA PAULA | CA | 93060 | |||
| VENTURA CO RESCUE MISSION | ||||||||||
| NONE | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 234 E 6TH STREET | OXNARD | CA | 93030 | |||
| SANTA CLARA CHURCH | ||||||||||
| ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 323 SOUTH E STREET | OXNARD | CA | 93030 | ||||
| CENTRAL JUVENILE HALL | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,000 | 1605 Eastlake Avenue | LOS ANGELES | CA | 90033 | |||
| MARY STAR OF THE SEA CATHOLIC CHURC | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $4,000 | 463 W Pleasant Valley Rd | OXNARD | CA | 93030 | |||
| OFFICE OF RESTORATIVE JUSTICE | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | 3424 Wilshire Blvd | LOS ANGELES | CA | 90010 | |||
| SANTA CLARA PARISH CHAPEL | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 1333 East Ventura Boulevard | OXNARD | CA | 93036 | |||
| ST AUGUSTINE ACADEMY | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 130 South Wells Road | VENTURA | CA | 93004 | |||
| ST JOHN'S SEMINARY | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $3,000 | 5012 Seminary Road | CAMARILLO | CA | 93012 | |||
| ST AUGUSTINE PRIORY | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $8,000 | 400 Sherwood Way | Oxnard | CA | 93033 | |||
| THE PADRE PIO FOUNDATION OF AMERICA | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $2,000 | 463 MAIN STREET | CROMWELL | CT | 06416 | |||
| COMPANIONS OF ST ANTHONY | ||||||||||
| none | ACTIVE | FURTHER CHARITABLE PURPOSES | $1,500 | 12290 FOLLY QUARTER ROAD | ELLICOTT CITY | MD | 21042 | |||
| SERAPHIC MASS ASSOCIATION | ||||||||||
| none | PC | FURTHER CHARITABLE PURPOSES | $2,000 | 3600 BUTLER ST | PITTSBURG | PA | 15201 | |||
| THE WOMEN'S CENTER | ||||||||||
| none | PF | FURTHER CHARITABLE PURPOSES | $1,000 | 650 HOBSON WAY STE 201 | OXNARD | CA | 93030 | |||
| ST EZEKIEL MORENO CHAPTER GUILD | ||||||||||
| none | PC | FURTHER CHARITABLE PURPOSES | $1,000 | 400 SHERWOOD WAY | OXNARD | CA | 93033 | |||
| ST CATHERINE BY THE SEA CONVENT | ||||||||||
| none | PC | FURTHER CHARITABLE PURPOSES | $3,000 | 1931 PLI STREET | VENTURA | CA | 93001 | |||
| OUR LADY OF GUADALUPE CHURCH | ||||||||||
| none | PC | FURTHER CHARITABLE PURPOSES | $2,000 | 500 N JUANITA AVE | OXNARD | CA | 93030 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,982 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,585 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,499 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Tax Refund | $837 |
| uncashed grant checks | $14,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,337 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,800 | Amt |
| Net Investment Income | $7,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,800 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income tax applied to current year | Desc |
| Amt | $835 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $24 | $24 | $24 |
| Licenses & Permits | $20 | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Other Investment Income | $3,897 |
| Tax Refund | $837 |
| uncashed grant checks | $14,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income tax refund | Desc |
| Amt | $835 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Bank overdraft | $92,452 | $26,864 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & ADVISORY SERVICES | CategoryTxt |
| Amt | $23,427 | Amt |
| Net Investment Income | $23,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,427 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL | $835 | $835 | $835 |
| Foreign tax on dividends | $452 | $452 | $452 |
| STATE | $36 | $36 | $36 |
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